Portfolio Management Services (PMS)Compare Schemes
MoneyGrow Asset--Bespoke vs SHREE RAMA MANAGERS - Shree Lakshmi Plan
Add SchemeGrowth of ₹1 Crore
MoneyGrow Asset--Bespoke
SHREE RAMA MANAGERS - Shree Lakshmi Plan
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 11%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.54%
−1.73%
6 Months
22.22%
6.62%
1 Year
18.30%
3.66%
3 Years
15.67%
7.96%
5 Years
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—
Since Inception
20.11%
12.37%
Fund Age
3 yrs 4 mo
4 yrs 2 mo
AUM
₹135.39 Cr
₹134.62 Cr
Alpha – 1 Year
11.45%
0.68%
Alpha – 3 Years
4.63%
−3.93%
Information Ratio – 3 Years
—
-0.10
Volatility – 1 Year
34.13%
21.69%
Volatility – 3 Years
22.86%
21.88%
Beta – 1 Year
2.68
1.14
Beta – 3 Years
—
1.11
Sharpe Ratio – 1 Year
0.49
0.02
Sharpe Ratio – 3 Years
0.52
0.21
Worst Rolling Year
12.96%
7.96%
Value at Worst Rolling Year
₹1.13 Cr
₹1.08 Cr
Deepest Drawdown
−27.31%
−29.81%
Recovery Period
77 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.16%
15.34%
5-Year Rolling Windows Positive
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Market-Cap Mix
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—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
2.00% / yr
0.90% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%